NDARX Mutual Fund
NDARX Mutual Fund
NAV$16.37
AUM$696M
TER0.61%
Holdings10
See how much of NDARX you already own
NDARX Mutual Fund
NAV$16.37
American Funds Retirement Income Portfolio Enhanced Class A
AUM$696M
TER0.61%
Holdings10
See how much of NDARX you already own
NDARX Mutual Fund Overlap Analysis
NDARX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NDARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, NDARX may share significant positions with broad-market funds.
NDARX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NDARX tax-loss harvesting finds highly correlated but non-identical funds.